Premarital Preparation: Presented By Finanical Experts Network (Nov 13)
Wed, Nov 13, 2024 12:00 PM - 1:15 PM EST
This comprehensive session, led by personal finance educator Brian Page, is full of evidence-based practical ideas and resources for financial planners to use to support couples transitioning to marriage. Initial money conversations can be frightening for some couples. In our introductory segment, we will share research-based approaches to help couples talk openly and honestly about money. Brian will also address how couples can work through the emotions commonly accompanied by discussing their own financial circumstances.
In the second segment of this webinar, Brian will discuss the more practical and common financial questions couples pose as they work through the process of getting married: Should we combine bank accounts, keep them separate, or use the Yours, Mine, and Ours strategy? What does the research say?
How do we coordinate our retirement contributions to fully capitalize on employer matches?
In the third segment, financial planners will be shown the brand new family financial planning calculator, designed to empower couples to make short-term and long-term financially informed decisions when calculating the cost of having their first child. In the final segment, Brian will share how dual-career couples can construct a home management plan that empowers both spouses to pursue their career ambitions without unfairly burdening one or the other with an unfair amount of home labor.
Chris Granger from fpPathfinder will join Brian to share a fantastic checklist to facilitate premarital planning.
PS: Members, check out the What Issues Should I Consider When Getting Married? checklist.